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Heck Capital Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Heck Capital Advisors’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-184
Closed -$5.68K – 251
2025
Q1 		$5.68K Hold
184
– – ﹤0.01% 218
2024
Q4 		$5.61K Buy
+184
New +$5.89K ﹤0.01% 230
2023
Q4 		– Sell
-101,258
Closed -$2.7M – 206
2023
Q3 		$2.7M Sell
101,258
-739
-0.7% -$20.8K 0.5% 51
2023
Q2 		$2.85M Buy
101,997
+3,589
+4% +$99.4K 0.49% 49
2023
Q1 		$2.74M Buy
98,408
+1,325
+1% +$37.2K 0.53% 45
2022
Q4 		$2.59M Buy
97,083
+1,927
+2% +$50.1K 0.5% 46
2022
Q3 		$2.34M Sell
95,156
-95,375
-50% -$2.66M 0.48% 45
2022
Q2 		$5.46M Sell
190,531
-9,024
-5% -$272K 1.1% 30
2022
Q1 		$6.52M Buy
199,555
+90,174
+82% +$3.13M 1.18% 25
2021
Q4 		$4.03M Sell
109,381
-3,072
-3% -$115K 0.73% 31
2021
Q3 		$4.2M Sell
112,453
-41,555
-27% -$1.63M 0.84% 30
2021
Q2 		$6.48M Buy
+154,008
New +$6.36M 1.29% 17

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heck Capital Advisors's XSOE Position: Q2 2025 in Review

Heck Capital Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 184 shares — an estimated $5.68K sold.

Heck Capital Advisors first reported a position in XSOE in Q2 2021 and held it in 12 quarters. The position peaked at $6.52M in Q1 2022. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Heck Capital Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 184 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $5.68K.
  • Heck Capital Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and held it in 12 quarters.
  • Heck Capital Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.52M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.